How to raise an Expense
Introduction
Creating an expense is an essential task for managing your business finances effectively. This guide will walk you through the process of creating an expense in the Merchant Dashboard, and ensure you can accurately track and manage your business expenditures. By following these steps, you'll be able to maintain a clear record of your expenses, which is crucial for budgeting, tax purposes, and overall financial health.
Let’s dive in!
To begin
Log into the Duplo Dashboard
Before successfully creating an expense, you should have already set up expense categories and recipients.
Click here to learn how to create an Expense Category
Click here to learn how to create a Recipient.
Recipients can still be created when creating an expense account by clicking on “add a new vendor” as shown below:
Once you have done the above, click on the Expenses menu and select My Expenses
Click on Create New Expenses
Fill in all the required information and click save as shown below:
You have successfully created an expense. Learn how to add your saved expenses to an expense batch by clicking here.
Frequently Asked Questions
How do I raise my expense as a reimbursement?
While raising an expense, after inputting all the required details, you will see a box to tick claim reimbursement, tick it. To learn how reimbursement works click here.
What does saving to a report mean?
Saving to a report allows you to group related expenses together for easier management. This feature:
Combines multiple expenses into a single batch
Enables you to submit several expenses for approval at once
Makes the expense review process more efficient
To learn how to create and manage expense batch, click here.
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